Dental Intel provides several different ways that you can find unscheduled treatment. Some of them are a lot more effective than others.
We'll start with the most powerful!
Automatic Follow-Ups - Unscheduled Treatment
By turning on Auto Follow-Ups for unscheduled treatment, you'll be able to automatically get a list of patients with unscheduled treatment. No searching, no pulling reports - all the patients that you need to call will show up in one, simple list.
If you don't know what Follow-Ups are, check out this video first.
By using Follow-Ups you'll be able to track the calls that you make and get reminders of the patients you need to call in the future.
To turn on Auto Follow-Ups for Unscheduled Treatment
Click on the main menu (top right corner)
Go to practice settings
Turn "On" Unscheduled Treatment Follow-Ups - the settings will show up. Set these up however you want for your practice
You will now automatically get a list of the patients you need to call with unscheduled TX - You can access this list by click on the red notifications in the top left corner (by the di. logo).
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Already using Auto Follow-Ups and want some more patients to call?
Check out the video below to learn about some other methods:
Here are the other ways you can find specific patients with unscheduled treatment.
Recare Pie Chart
Restorative/Elective Case Source Data
Provider Pulse
Collections Board (Patient Value)